PVWM
MMT

Point View Wealth Management’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Point View Wealth Management’s Portfolio MMT Stock Details MMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$365K Sell
59,765
-1,506
-2% -$8.92K 0.15% 185
2020
Q3 		$344K Hold
61,271
– – 0.16% 174
2020
Q2 		$342K Hold
61,271
– – 0.16% 177
2020
Q1 		$308K Sell
61,271
-8,970
-13% -$52.1K 0.17% 174
2019
Q4 		$430K Sell
70,241
-6,346
-8% -$38.3K 0.18% 165
2019
Q3 		$453K Sell
76,587
-9,156
-11% -$53.6K 0.21% 153
2019
Q2 		$500K Sell
85,743
-1,592
-2% -$9.07K 0.21% 145
2019
Q1 		$496K Sell
87,335
-1,982
-2% -$11K 0.22% 140
2018
Q4 		$457K Sell
89,317
-3,505
-4% -$18.6K 0.23% 137
2018
Q3 		$513K Hold
92,822
– – 0.23% 143
2018
Q2 		$524K Buy
92,822
+712
+0.8% +$4.04K 0.24% 136
2018
Q1 		$531K Buy
+92,110
New +$540K 0.25% 133
2017
Q4 		– Sell
-108,379
Closed -$677K – 266
2017
Q3 		$677K Buy
108,379
+3,205
+3% +$19.9K 0.33% 114
2017
Q2 		$652K Hold
105,174
– – 0.32% 117
2017
Q1 		$644K Buy
105,174
+12,269
+13% +$74.8K 0.33% 108
2016
Q4 		$563K Buy
92,905
+1,849
+2% +$11K 0.32% 110
2016
Q3 		$555K Buy
91,056
+21,672
+31% +$133K 0.33% 113
2016
Q2 		$420K Buy
69,384
+18,724
+37% +$110K 0.25% 131
2016
Q1 		$295K Buy
50,660
+2,592
+5% +$14.4K 0.19% 161
2015
Q4 		$265K Sell
48,068
-2,842
-6% -$16.2K 0.19% 157
2015
Q3 		$285K Sell
50,910
-643
-1% -$3.84K 0.23% 140
2015
Q2 		$313K Buy
51,553
+2,133
+4% +$13.6K 0.24% 135
2015
Q1 		$314K Sell
49,420
-708
-1% -$4.49K 0.24% 138
2014
Q4 		$326K Buy
50,128
+15,491
+45% +$97.9K 0.24% 132
2014
Q3 		$222K Buy
34,637
+12,590
+57% +$81.9K 0.19% 158
2014
Q2 		$147K Buy
22,047
+6,714
+44% +$44.4K 0.13% 176
2014
Q1 		$100K Buy
+15,333
New +$99.3K 0.09% 174

Other funds holding MMT

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Point View Wealth Management's MMT Position: Q4 2020 in Review

Point View Wealth Management reduced its Aberdeen Multi-Market Income Fund (MMT) stake by 2.5% in Q4 2020, selling an estimated $8.92K and leaving 59,765 shares worth $365K. The position accounts for 0.15% of the portfolio, ranked #185.

Point View Wealth Management first reported a position in MMT in Q1 2014 and has held it in 27 quarters since. The position peaked at $677K in Q3 2017. 84 funds tracked by Wall St. Rank hold MMT as of Q4 2020.

  • Point View Wealth Management held 59,765 shares of Aberdeen Multi-Market Income Fund worth $365K as of Q4 2020.
  • Point View Wealth Management sold 1,506 Aberdeen Multi-Market Income Fund shares in Q4 2020, an estimated $8.92K.
  • Aberdeen Multi-Market Income Fund made up 0.15% of Point View Wealth Management's portfolio in Q4 2020, its #185 holding.
  • Point View Wealth Management first reported a position in Aberdeen Multi-Market Income Fund in Q1 2014 and has held it in 27 quarters since.
  • Point View Wealth Management's Aberdeen Multi-Market Income Fund position peaked at $677K in Q3 2017.
  • 84 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.